KOHLER TRUST FOR PRESERVATION (EIN 391579803) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

LAURA KOHLER

Phone

9204581972

Tax Period

2024-02-01 to 2025-01-31

KOHLER TRUST FOR PRESERVATION, founded in 1990, is a community nonprofit in the Environment sector that reported $4.5M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $3.9M left a modest 14% surplus.

Mission

TO SUPPORT THE LISTED BENEFICIARIES IN THEIR CONSERVATION AND PRESERVATION EFFORTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $4,473,780

Other Revenue $0

TOTAL REVENUE $4,473,780

Expense Breakdown

Grants Paid $3,700,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,825,488

Other Expenses $159,572

TOTAL EXPENSES $3,859,572

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,473,780	$3,916,312	+0.1%
Expenses	$3,859,572	$1,999,326	+0.9%
Net Income	$614,208	$1,916,986	-0.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA KOHLER	CHAIRPERSON/TRUSTEE	0.10	Officer Director	$0	$0	$0
GEORGE KOONCE	TRUSTEE	0.10	Director	$0	$0	$0
SUSAN FLADER	TRUSTEE	0.10	Director	$0	$0	$0
TOM BOLDT	TRUSTEE	0.10	Director	$0	$0	$0
DAVOR GRGIC	TRUSTEE	0.10	Director	$0	$0	$0
MICHAEL REUTER	TRUSTEE	0.10	Director	$0	$0	$0
DAVID KOHLER	SECRETARY/TRUSTEE	0.10	Officer Director	$0	$0	$0
JEFFREY CHENEY	TREASURER	0.10	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$4,473,780	$3,859,572	$8,632,055	$614,208
2024	$3,916,312	$1,999,326	$8,013,846	$1,916,986
2023	$2,703,096	$8,784,230	$5,977,422	$-6,081,134
2022	$3,437,093	$1,870,657	$13,328,615	$1,566,436
2021	$1,815,300	$1,522,829	$12,158,064	$292,471
2020	$2,222,595	$1,497,649	$10,642,591	$724,946
2019	$2,355,343	$1,813,603	$9,725,646	$541,740

KOHLER TRUST FOR PRESERVATION